Commentary
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Gov’t bonds still best investment
on
2010/07/26 by
Alex, [ETF,Exchange-traded funds]
Government bonds (TLT), though a little weaker this week than they were last week, remain the best available investment. The Malaysian market (EWM) is trending up — while it is too risky at the moment, it’s visibly improved since last week. Corporate bonds (LQD) are also in an uptrend and have very little risk right [...]
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Trying small-cap stocks agains
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2010/07/18 by
Alex, [TSP,Thrift Savings Plan]
While still invested in bonds (F Fund), we’re getting into small-cap stocks (S Fund) again. The stocks are very risky, but their expected return is a good deal higher than that of bonds. The only other fund worth considering right now is money market (G Fund), which, as always, has a low expected return and [...]
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Still in government bonds
on
2010/07/18 by
Alex, [ETF,Exchange-traded funds]
Government bonds (TLT) remain the best available investment. The Malaysian market (EWM) is almost as good, though its expected return is a little lower and its risk is a little higher. As last week, real estate (IYR), though potentially a good investment, is way too risky. Corporate bonds (LQD), on the other hand, have about [...]
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Holding on to government bonds
on
2010/07/12 by
Alex, [ETF,Exchange-traded funds]
Government bonds (TLT) still seem like the only sensible investment at this time. The expected return for the Malaysian market (EWM) is about the same, though its risk is a little higher. Real estate (IYR) is a potentially good investment, but its risk is much higher. On the other hand, though the expected return for [...]
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Bonds a safe haven
on
2010/07/05 by
Alex, [TSP,Thrift Savings Plan]
Bonds (F Fund) appear to be the only investment that’s doing well right now. Money market (G Fund) is another good option, that, of course, is always risk-free. Even small-cap stocks (S Fund), which we’ve been recommending recently, are flat. Definitely stay away from the other two stock funds — large-cap stocks (C Fund) and [...]
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Government bonds a safe haven
on
2010/07/05 by
Alex, [ETF,Exchange-traded funds]
Government bonds (TLT) appear to be the only investment that’s increasing in value right now. Gold (GLD), which we recommended last week, is still in a good uptrend, though its strength has definitely weakened. Malaysia (EWM), an emerging market, is performing similarly to gold. Like government bonds, corporate bonds (LQD) have a pretty low risk [...]
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Gold continues to do well
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2010/06/27 by
Alex, [ETF,Exchange-traded funds]
We are recommending gold (GLD) this week, which has been in a consistent uptrend for at least three months. Other good choices include real estate (IYR) and Malaysia (EWM). Real estate, which we’ve been recommending, as well as Malaysia, are in overall uptrends. They have recently just been moving sideways, but they do have comparative [...]
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Real estate stocks undeterred
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2010/06/20 by
Alex, [ETF,Exchange-traded funds]
We’re staying with real estate stocks (IYR), as they remain the best choice from among the funds that we follow. Like the overall market, they’ve gained slightly over the past week. Other good choices include semiconductor stocks (SMH) and gold (GLD). Avoid foreign markets, such as Austria (EWO) and Japan (EWJ), as well as biotech [...]
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Small cap stocks remain attractive
on
2010/06/13 by
Alex, [TSP,Thrift Savings Plan]
With stocks bouncing off the lows on Tuesday, it’s possible that they are resuming the up move that came to a halt in April. Of the funds in the TSP, small cap stocks (S Fund), which we have been recommending for some time, remains the best fund in our opinion. Bonds (F Fund) are decent [...]
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Real estate regaining strength
on
2010/06/13 by
Alex, [ETF,Exchange-traded funds]
With stocks bouncing off the lows on Tuesday, it’s possible that they are resuming the up move that came to a halt in April. Of the funds that we follow, real estate (IYR) is again in the lead. Other good funds include gold (GLD) and government bonds (TLT), our recommendation from last week. Though government [...]